Feature Requests

shop.imlss.com , decent sized lock and security hardware supplier that is in the western US.

We would like to be able to create (as needed) new folders for custom parts and labor items.

Be able to create a list of products that only certain users could see. For instance, part of my whole business is smart home security, we also install all things AV and surveillance, but lets say that I have field sales reps who I ONLY want them to have access to security items in our portal.io and not to any of the AV equipment.

Showing just the parent item and the total for the package but not showing all of the nested items that go with it. The customer doesn't want to see all of the pieces that go into a single gang data and coax wall plate. I could just create a custom item with one price and a better picture of a completed wall plate but then it wouldn't order the parts needed or create the pick list.

Would like the ability to start with what the cheapest options are so I can start comparing them easily. This would be helpful when creating the three options where we usually experiment with different pricing levels.

Client provided TV, Roku, Mount, etc etc etc. Can either have a ton of client provided, or a single item to be added, then add your own notes. Having this will allow you to see the full scope of the job wtihout creating custom items.

We would like the ability to choose whether MAP (Minimum Advertised Price) or MSRP is displayed for an item.

I have been adding custom items from new products coming out, would be great to also have an ability to add a file/cut sheet to the product so it links through the electronic quote.

As our Custom Parts list grows, it's challenging to remember who or where we purchase each part from. Adding a Vendor or Source field that isn't client facing would allow us to include the Vendor or product URL and eliminate the need to research who/where we purchased the part from the last time we used it.

For discontinued, non- approved, or last years' model. Disables "add to proposal" and allows a button to add/view a superseding replacement item.